Ideal Builders: Lessening Tax Burdens with Proactive Planning
Hands-on personal and business tax planning ensures smooth year end process.
Located in Madison, Wisconsin, Ideal Builders is a mid-size commercial building contractor incorporated in 2002. Ideal Builders has continued to gain market share and has been profitable each year.
Situation
Wipfli has been providing tax services for Ideal Builders since their inception and one of the main benefits that Company President, Dave Martin says they have received through their professional relationship is in the area of tax planning.
Strategy
“Each year Craig Grinde meets with us prior to year-end to do tax planning. His advice lessens our tax burden and the ideas we implement are of great benefit,” explains Martin. “Because Craig and our Wipfli team is proactive, once tax season comes around the process is so much smoother which is very rewarding.”
Martin knows how important communication is when working to meet his construction clients’ needs and he appreciates Wipfli’s openness. “On a personal level Craig is a good guy. He is terrific to work with and is easy going. He listens to me but also offers suggestions.”
Benefits
Since Ideal Builders is privately owned the Company’s tax situation often impacts the ownerships’ personal tax situation. “Having Wipfli oversee my personal tax services as well as the businesses’ has been beneficial since the advice and suggestions I get impact one another,” says Martin. I look forward to a long and mutually beneficial relationship with Wipfli.”
